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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Oppenheimer & Co
76
Oppenheimer & Co
New York
$414K +$425K +3,892 New
Dana Investment Advisors
77
Dana Investment Advisors
Wisconsin
$394K +$11K +101 +3%
UAS
78
United Asset Strategies
New York
$382K +$392K +3,584 New
Huntington National Bank
79
Huntington National Bank
Ohio
$371K – – –
Advisory Alpha
80
Advisory Alpha
Michigan
$352K – – –
BAM
81
BTS Asset Management
Massachusetts
$345K -$14.8K -135 -4%
Eagle Asset Management
82
Eagle Asset Management
Florida
$329K -$3.83K -35 -1%
HWMA
83
Heritage Wealth Management (Arizona)
Arizona
$320K -$4.7K -43 -1%
Evercore Wealth Management
84
Evercore Wealth Management
New York
$314K +$47K +430 +17%
WP
85
WealthSource Partners
California
$307K -$482K -4,405 -60%
FA
86
Fermata Advisors
California
$300K +$308K +2,813 New
Dynamic Advisor Solutions
87
Dynamic Advisor Solutions
Arizona
$292K +$3.28K +30 +1%
AFAS
88
Acorn Financial Advisory Services
Virginia
$286K -$20.6K -188 -7%
LAM
89
LifePro Asset Management
California
$277K -$29.3K -268 -9%
MBT
90
Montecito Bank & Trust
California
$271K +$39.7K +363 +17%
Donaldson Capital Management
91
Donaldson Capital Management
Indiana
$267K – – –
DWT
92
Dorsey & Whitney Trust
South Dakota
$266K – – –
Flow Traders U.S.
93
Flow Traders U.S.
New York
$264K +$271K +2,477 New
Pathstone Family Office
94
Pathstone Family Office
New Jersey
$210K +$216K +1,975 New
PFT
95
Providence First Trust
Arizona
$181K +$185K +1,696 New
William Blair & Company
96
William Blair & Company
Illinois
$161K – – –
APA
97
American Portfolios Advisors
New York
$159K -$12.9K -118 -7%
Ameritas Investment Partners
98
Ameritas Investment Partners
Nebraska
$153K – – –
Whittier Trust
99
Whittier Trust
California
$145K – – –
MUFG Americas
100
MUFG Americas
New York
$143K – – –